At a Glance
- Tasks: Manage insurance portfolios and provide top-notch client servicing in a dynamic team.
- Company: Join a leading financial institution focused on innovation and client success.
- Benefits: Enjoy 25 days annual leave, private healthcare, and hybrid working options.
- Other info: Embrace a culture of growth with excellent career development opportunities.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: Strong communication skills and proficiency in Excel are essential.
The predicted salary is between 49500 - 60500 £ per year.
Portfolio Management Team - Manager We are seeking an enthusiastic and self‑motivated individual to join Credit Risk Solutions’ Financial Institutions Team, working specifically within Portfolio Management Team.
In this position, the candidate will be responsible for broking and operational management of a portfolio of insurance contracts for key clients.
The role offers the opportunity to contribute to a dynamic, internationally focused team while supporting its day‑to‑day activities and client servicing needs.
The Role
Principal Duties/Responsibilities Initial duties/responsibilities will include but not be limited to:
Ongoing client servicing, with ongoing policy management and reporting.
implement mid‑term cover alterations, premium adjustments and instalments, including updating premium schedules, liaising with clients and underwriters, updating Credit Risk Solutions’ ERP (Eclipse), coordinating with the wider team where applicable.
Working with placing team to understand and record data accurately and appropriately.
Reviewing and implementing new reporting structures to address growing demands by clients for more data driven decisions.
Liaising, with the Mumbai billing team, when required, to request invoices, ensuring they are produced accurately and in a timely manner.
Ensuring all relevant data is captured in the relevant Willis systems of record
Ensure adherence to group policies, procedures and all regulatory requirements.
Understand and apply Willis and Credit Risk Solutions procedures.
Qualifications
What you’ll bring
- Strong communication skills (written, verbal) and interpersonal skills essential.
- Ability to work accurately and efficiently with numbers.
- Comfortable using AI to develop new solutions
- Excellent IT skills: proficient in Excel, Microsoft Word and Outlook.
- Impeccable organisational skills with close attention to detail.
- Ability to prioritize workload, monitor and manage multiple tasks, and to work to deadlines using own initiative.
- Must recognize and display a high level of confidentiality when dealing with sensitive data.
- Relevant years industry experience for the role.
What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally.
You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge.
Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind.
Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.
We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community.
On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more.
Start making the most of your career and wellbeing with a range of benefits tailored for you.
Equal Opportunity Employer We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants.
If you foresee any barriers, from the application process through to joining WTW, please email
Portfolio Management team - Manager in City of London employer: WTW
WTW is an exceptional employer that prioritises inclusivity and employee wellbeing, offering a comprehensive benefits package that includes 25 days of annual leave, private healthcare, and a defined contribution pension scheme. The work culture fosters professional growth through hybrid working options and opportunities to engage in meaningful community service, making it an ideal environment for those looking to develop their careers while contributing positively to society.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Management team - Manager in City of London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like WTW. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Management team - Manager in City of London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to WTW.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on WTW's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at WTW
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with WTW.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at WTW will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former WTW employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
